At SBC, our goal is to help educate and empower you to make informed financial decisions. That is why we offer commentary on market trends, economic insights, and thought leadership from our trusted team of experts.

Happy client
Nov 11

Delivering Delightful Client Experiences

At SBC, when we say our clients are our primary focus and the foundation for everything we do, …

Sep 21

Financial and Emotional Effects of Succession Planning

Roughly 10 million (or 65% to 75%) of all small companies in the US will be up for …

Aug 30

Women and Wealth | The Unique Financial Risks of Women Today

We can probably all agree that men and women are different, but some of those dissimilarities pose large …

Aug 05

What’s Your Legacy?

Legacy. What a sophisticated word that is kind of fun to say.  Not as much fun as saying …

Jul 27

2021 Mid-Year Review and Outlook

As of Friday, July 16th, the S&P 500 Index, with dividends reinvested, has returned a robust 16.12% to …

Legacy Planning
Jul 14

Financial Readiness is a Household Responsibility

I believe financial readiness takes on many forms. One of those forms we help our clients prepare for …

Jun 18

Thinking About Cryptocurrencies?

Rewind the clock to December of 2019 and there were several words we were not likely to find …

Jun 24

Financial Market Update – The Brexit Vote

June 24, 2016 Dear Valued Client: Today we received the unprecedented news that the United Kingdom (U.K.) has …

Apr 20

Summer 2016 Moving Announcement!

We are excited to share a sneak peak of the new office building! Keep checking back for more …

Stay in the Know

We know that keeping up with your inbox can be a struggle, so we promise not to overwhelm you with messages. We will, however, share resources, insights, and events when you sign up for emails.